Forum Discussion
Create rows based on date values
Trying to create a report from a CRM system to project coming revenue. Unfortunately the build in reporting is not made for subscription services. For each sales case we get one row with expected start date, number of months the project runs and monthly revenue;
| deal_name | expected_start_date | monthly_value | months |
| Client 1 | 2021-09-01 | 10 000 | 3 |
| Client 2 | 2021-11-01 | 13 000 | 4 |
We are only interested in the month the projects runs so we can assume expected start date is always the first day of the month
I would like to end up with a table like this:
| deal_name | date | monthly_value |
| Client 1 | 2021-09-01 | 10 000 |
| Client 1 | 2021-10-01 | 10 000 |
| Client 1 | 2021-11-01 | 10 000 |
| Client 2 | 2021-11-01 | 13 000 |
| Client 2 | 2021-12-01 | 13 000 |
| Client 2 | 2022-01-01 | 13 000 |
| Client 2 | 2022-02-01 | 13 000 |
I´m a bit of a newbie to PowerBi so apprechiate all the help I can get. Thanks!
6 Replies
you can create two columns
Column = VAR _date=maxx(FILTER('Table','Table'[expected_start_date]<='Table (2)'[date]),'Table'[expected_start_date]) return maxx(FILTER('Table','Table'[expected_start_date]=_date),'Table'[deal_name]) Column2 = VAR _date=maxx(FILTER('Table','Table'[expected_start_date]<='Table (2)'[date]),'Table'[expected_start_date]) return maxx(FILTER('Table','Table'[expected_start_date]=_date),'Table'[monthly_value])pls see the attachment below.
I am curious why 11/1 is not client 2 and 13000?
Thank you so much Ashish! Worked perfect (just took me some time to adjust it to my full datamodel). Really apprechiate the help!
You are welcome.
